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Dec 26, 2012
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google has the entrenched plalt form. amazon has to go out and spend to get the platform to the level that apple and google is at. when you look at price mer form mans to me, spending would be the most of a drag. >> anybody can take this last one? what about facebook? this is a conversation that largely covers hardware versus software. the only company that doesn't have hardware out of that group is facebook. does facebook need a device of some sort? >> i don't think so. devices bring you lower margins even though there are rumors out there they are avenue working on a phone. just by the fact that you're asking that question, you see them converging. the software companies go to software and the software companies go to hardware. they're getting smaller. they're all going after the same thing. >> still to come on half ti "halftime," hold 'em or fold 'em. should you break up with two recent stock market winners? we're back in a minute. you won't take my life. you won't take our future. should you break up with two recent s
google has the entrenched plalt form. amazon has to go out and spend to get the platform to the level that apple and google is at. when you look at price mer form mans to me, spending would be the most of a drag. >> anybody can take this last one? what about facebook? this is a conversation that largely covers hardware versus software. the only company that doesn't have hardware out of that group is facebook. does facebook need a device of some sort? >> i don't think so. devices...
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Dec 26, 2012
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>> the suite of google documents and the google tools that are online are really very good and very competitive with microsoft. microsoft, though it still has a commanding presence in the enterprise space, really is sitting there ripe to be taken, if you will. so many people today use g-mail and that's sort of the window in, sort of the leading wedge into the enterprise space, it seems to me. if google can solve some of the security issues and the other things that are so appealing to the enterprise i.t. managers, then i think they've got a real possibility of major growth in the enterprise space there. i would suggest you need to go see dr. jack daniels after this program. >> yes. i know just the place to go. i think the important thing here is number one, google has a big jump on them in terms of moving things to the cloud on microsoft. number two, 50 bucks? you can't beat that. >> let's -- you're on your way to consult jack daniels, bob, how would you react if out on a date, you were suddenly asked what your credit score was by the belle sitting opposite you? a deal breaker? >> this is one o
>> the suite of google documents and the google tools that are online are really very good and very competitive with microsoft. microsoft, though it still has a commanding presence in the enterprise space, really is sitting there ripe to be taken, if you will. so many people today use g-mail and that's sort of the window in, sort of the leading wedge into the enterprise space, it seems to me. if google can solve some of the security issues and the other things that are so appealing to the...
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Dec 26, 2012
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facebook will rev up mobile ads, creating an ad network to take on google and look for new revenue. building on gifts, facebook create new e-commerce options and focus on selling more digital content. expanding beyond its recent partnership with i tones, adding more tv, music and movies. look for twitter to file for an ipo by the end of the year. it will grow revenue through new ad products and tools for marketers. plus, it will try to add users by creating an easy news feed for those only interested in following and not tweeting. as twitter competes with facebook forred advertisinadvert for spats. 2013 will be the year of social e-commerce. even the most traditional retailers whether have likes, pins and tweets into websites. and social plattforms like pinterest will step up their efforts to diversify into a range of social mobile shopping options. but they're unlikely to save themselves, more likely to be acquired. >>> well, you give us a minute and a half -- >> and our wall street panel of top money pros will tell you what will move the markets first thing tomorrow morning. next,
facebook will rev up mobile ads, creating an ad network to take on google and look for new revenue. building on gifts, facebook create new e-commerce options and focus on selling more digital content. expanding beyond its recent partnership with i tones, adding more tv, music and movies. look for twitter to file for an ipo by the end of the year. it will grow revenue through new ad products and tools for marketers. plus, it will try to add users by creating an easy news feed for those only...
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Dec 28, 2012
12/12
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in fact we'll add google, apple, amazon to the picture. they are the biggest and most talked about names as you know in technology and much of their success next year will no doubt -- who has the right stuff? who better than ann winblad to tell us? she joins us live from san francisco. ann, welcome back to halftime. nice to see you. >> thanks. happy holidays. >> same to you. thanks so much. i'm not sure if you heard much of the previous conversation. our traders seem to be split at least where we come down on facebook. and it its prospects for the new year. where do you come down? >> the theater about facebook's inability to communicate its service agreements aside which they need to fix 2012 was a year where major enterprises tried to figure out what social media meant. how do they engage with it and how do they measure it? we'll look closely at how walmart did with their 2 billion ad purchase this last quarter. but what's happened around the cmos, there's been tons of investment for marketing information and customer engagement measureme
in fact we'll add google, apple, amazon to the picture. they are the biggest and most talked about names as you know in technology and much of their success next year will no doubt -- who has the right stuff? who better than ann winblad to tell us? she joins us live from san francisco. ann, welcome back to halftime. nice to see you. >> thanks. happy holidays. >> same to you. thanks so much. i'm not sure if you heard much of the previous conversation. our traders seem to be split at...
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Dec 24, 2012
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the biggest wild cards for the new year may be motorola, google, than product? >> there is a second thing to look at. it is tensions within android. however well android is doing there are tensions between those companies that make the products that run android and of course google is the progenitor of the android operating system but samsung now the largest seller of android devices. in 2013 we'll see a real clash inside the android ecosystem. we're seeing on friday the general report about motorola shall the google unit trying to develop its own smart phone to compete against samsung, the x phone, whatever that means. i love that name. but that's the real tension. and that's going to be a really interesting thing for 2013 and into 2014. >> you know, it seems like for most of the year we talked about apple tv knowing that it was likely not a 2012 story. i can only imagine how much we'll talk about it in a couple weeks. >> don't you think next year is the year it happens? >> if it doesn't, then i think the company has got a real expectations problem. >> right. w
the biggest wild cards for the new year may be motorola, google, than product? >> there is a second thing to look at. it is tensions within android. however well android is doing there are tensions between those companies that make the products that run android and of course google is the progenitor of the android operating system but samsung now the largest seller of android devices. in 2013 we'll see a real clash inside the android ecosystem. we're seeing on friday the general report...
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Dec 27, 2012
12/12
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you can go on their website and this is the google map and click on each one of those red buttons, and see the names of the people that own guns in their readership area. that's not an effort to out them so to speak? >> well, i think that any time that public information is published in the public square by a responsible journalistic outlet, that the public only benefits by having more information to decide and that -- public policymakers, law make verse more information to decide. and so the public sometimes information is uncomfortable but when it is legal and contributes to a public debate and constructive way, then ultimately i think the public benefits at large. >> lenny what about the folks out there? what about women who were hiding from a man abusive to them and now have a gun, what about formal federal agents? what about members of the arm services? lot of people on this list who actually have very legitimate reasons to have a gun and now have their address in the paper as well? >> you have that. you also have this. we are making it seem as though it was put out there and just
you can go on their website and this is the google map and click on each one of those red buttons, and see the names of the people that own guns in their readership area. that's not an effort to out them so to speak? >> well, i think that any time that public information is published in the public square by a responsible journalistic outlet, that the public only benefits by having more information to decide and that -- public policymakers, law make verse more information to decide. and so...
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Dec 28, 2012
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is it a wake-up call to facebook, google, and twitter. and if so, is that wake-up call for users of services or for their shareholders? that's next. ask you to power down your little word game. i think your friends will understand. oh no, it's actually my geico app...see? ...i just uh paid my bill. did you really? from the plane? yeah, i can manage my policy, get roadside assistance, pretty much access geico 24/7. sounds a little too good to be true sir. i'll believe that when pigs fly. ok, did she seriously just say that? geico. just click away with our free mobile app. your doctor will say get smart about your weight. that's why there's glucerna hunger smart shakes. they have carb steady, with carbs that digest slowly to help minimize blood sugar spikes. [ male announcer ] glucerna hunger smart. a smart way to help manage hunger and diabetes. i honestly loved smoking, and i honestly didn't think i would ever quit. [ male announcer ] along with support, chantix is proven to help people quit smoking. it reduces the urge to smoke. it put m
is it a wake-up call to facebook, google, and twitter. and if so, is that wake-up call for users of services or for their shareholders? that's next. ask you to power down your little word game. i think your friends will understand. oh no, it's actually my geico app...see? ...i just uh paid my bill. did you really? from the plane? yeah, i can manage my policy, get roadside assistance, pretty much access geico 24/7. sounds a little too good to be true sir. i'll believe that when pigs fly. ok, did...